⚠ This is the client-facing sheet, rendered read-only for reference. Source of truth: 03_FULFILLMENT/00_INTAKE_KIT/1_intake_sheet_CLIENT.md. Edit that file to change the wording, then re-run python3 generate_map.py.
What We Need From You — {{BUSINESS}}
Welcome aboard, {{FIRST_NAME}}. Here's everything we need to get your site live and your phone catching every lead. The faster this comes back, the faster you're live — the first item (business texting registration) has a government wait on it, so the sooner we start, the better.
You don't need all of it at once. Anything you can send now, send now.
A. Legal & identity — send these first, they start the longest clock
1
Legal business name, exactly as registered (LLC? sole prop?)
2
EIN + a photo of the full IRS letter it came on (the CP-575). No EIN yet? It's free at irs.gov and takes about 15 minutes — worth doing today.
3
Business address (this is also where Google mails your verification postcard — you'll read us the code)
B. Contact & access
4
Your cell (calls forward here; we text your alerts here)
5
Best email for your accounts
6
Any accounts already out there? Google Business Profile, domain, website, Facebook page — if yes, just the names (or login access) so we don't create duplicates
C. Your business, in your words
7
Services you want advertised — the real list. We won't invent any.
8
Service area — how far will you travel? (towns / counties)
9
Working hours — after-hours callers still get caught, but our texts respect these
10
Anything you're licensed or insured for — only what you can prove; we only publish what's true
D. Proof & personality
11
3–5 photos of real jobs (before/after is gold) + a headshot if you're up for it
12
Logo if you have one (no logo is totally fine — we handle it)
13
2–3 sentences on why you started the business — goes on your About page, in your own voice
14
2–3 past customers who'd leave a Google review when we're ready (don't ask them yet — we'll tell you when)
E. A few quick decisions — we'll walk you through these on our call, nothing to do now
15
What number do you want customers to see? (We give you a tracking line that forwards to your cell — your cell stays private.)
16
Domain preference (yourbusiness.com — we'll present options)
17
Review response tone — how you want us to sound when we reply to your reviews
Reply right here with whatever you've got, or send it over however's easiest. Questions on any of it — just ask.
— {{YOUR_NAME}}